Strategic Resources & Partners
Strategic Resources & Partners
At Professional Wealth Associates, we pride ourselves on the long standing relationships we've developed over the years with other professionals across several disciplines. These relationships allow us to supplement our in-house expertise and resources when needed while also affording us the opportunity to refer clients when appropriate.
Some of the relationships we've built over the past two decades that have proven to be a tremendous value add to our organization include the following individuals and firms.
Strategic Resources
Dan Nuwash - Finance For Thought
Advanced Tax Strategies
Brian Tully - Tully Law Group, PC
Elder Law & Life Care Planning
Scott Kaufman - SGK & Associates
Estate Planning Law
Steven Gerstein - Coltrain Funding Group
Mortgage Loan Origination
Daniel Nessim - A&C Management Group, LTD
Corporate Health Benefits
Andrea Rodriguez - South Bay Health Plans
Comprehensive Medicare Planning
Peter Weinbaum – Social Security Maven
Social Security Analysis & Planning
Strategic Partners
Anthony Giordano - Gio Financial Group
Advanced Insurance Planning & Risk Management
Lawrence Adamo - Lawrence Adamo Insurance Services
Insurance Planning & Tax Strategies